DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund - Kepemilikan Institusional - Penjual

WisdomTree Trust - WisdomTree U.S. High Dividend Fund
US ˙ ARCA ˙ US97717W2089

Kepemilikan Institusional dan Dana - Penjual

Halaman ini menampilkan lembaga, dana, dan pemegang saham utama yang telah mengurangi kepemilikan atau menutup posisi mereka pada periode pelaporan terakhir. Baris berwarna merah menunjukkan posisi yang telah ditutup. Klik ikon tautan untuk melihat riwayat transaksi lengkap.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 4,901 -0.95 470 -4.08
2025-07-25 13F Cwm, Llc 844,212 -1.18 81 -3.57
2025-08-19 13F National Asset Management, Inc. 3,621 -10.28 348 -7.71
2025-08-29 NP EPS - WisdomTree U.S. LargeCap Fund N/A 2,570 -74.79 247 -75.67
2025-08-15 13F Equitable Holdings, Inc. 3,217 -2.13 309 -5.23
2025-04-30 13F Allworth Financial LP 0 -100.00 0
2025-05-15 13F Fort Point Capital Partners LLC 0 -100.00 0
2025-07-29 13F ShoreHaven Wealth Partners, LLC 6,684 -61.49 642 -62.75
2025-08-04 13F Linscomb & Williams, Inc. 345,217 -1.96 33,134 -5.10
2025-04-16 13F Ferguson Wellman Capital Management, Inc 0 -100.00 0
2025-08-07 13F Commerce Bank 24,800 -2.53 2,380 -5.67
2025-07-15 13F Axis Wealth Partners, LLC 13,808 -5.25 1,233 -6.73
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 10,326 -17.57 1,014 -18.44
2025-07-17 13F Janney Montgomery Scott LLC 20,495 -28.96 2 -50.00
2025-08-11 13F One Capital Management, LLC 0 -100.00 0
2025-07-22 13F Merit Financial Group, LLC 11,153 -1.52 1,070 -4.72
2025-07-29 13F AssuredPartners Investment Advisors, LLC 0 -100.00 0
2025-07-18 13F Cooper Financial Group 3,082 -17.08 296 -19.84
2025-08-14 13F Qube Research & Technologies Ltd 267 -34.88 26 -37.50
2025-07-18 13F Truist Financial Corp 18,981 -8.30 1,822 -11.26
2025-08-14 13F Avant Capital LLC 2,450 -3.16 235 -6.00
2025-07-22 13F Gemmer Asset Management LLC 2,201 -23.42 211 -25.70
2025-07-08 13F Nbc Securities, Inc. 5,290 -9.77 1
2025-04-03 13F Central Pacific Bank - Trust Division 0 -100.00 0 -100.00
2025-08-12 13F Clearwater Capital Advisors, LLC 6,084 -4.88 584 -8.04
2025-05-01 13F LRI Investments, LLC 0 -100.00 0 -100.00
2025-07-24 13F Us Bancorp \de\ 2,275 -2.15 218 -5.22
2025-05-15 13F Newbridge Financial Services Group, Inc. 0 -100.00 0
2025-07-09 13F Dynamic Advisor Solutions LLC 11,909 -1.22 1,143 -4.35
2025-08-05 13F Financial Sense Advisors, Inc. 2,222 -1.51 213 -4.48
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 31,455 -34.16 3 -25.00
2025-07-10 13F Western Pacific Wealth Management, LP 972 -28.37 93 -30.60
2025-07-15 13F Oxinas Partners Wealth Management LLC 8,465 -1.17 812 -4.36
2025-08-14 13F Win Advisors, Inc 0 -100.00 0
2025-05-07 13F Foundations Investment Advisors, LLC 0 -100.00 0
2025-04-03 13F First Hawaiian Bank 0 -100.00 0
2025-08-11 13F Synergy Investment Management, LLC 0 -100.00 0
2025-08-11 13F Avantax Planning Partners, Inc. 23,459 -2.17 2,252 -5.30
2025-04-16 13F Goldstone Financial Group, LLC 0 -100.00 0
2025-07-21 13F Precedent Wealth Partners, Llc 60,052 -3.54 5,764 -6.64
2025-05-15 13F/A Orion Portfolio Solutions, LLC 18,846 -43.57 1,869 -40.07
2025-08-04 13F IFG Advisory, LLC 4,792 -7.74 460 -10.87
2025-07-29 13F Uhlmann Price Securities, Llc 4,674 -60.75 449 -62.03
2025-08-12 13F Waterloo Capital, L.P. 0 -100.00 0
2025-08-04 13F Atria Investments Llc 4,247 -1.14 408 -4.24
2025-07-29 13F Interactive Financial Advisors 5,904 -0.72 567 -3.90
2025-05-01 13F Fulcrum Equity Management 0 -100.00 0
2025-08-14 13F West Coast Financial LLC 0 -100.00 0
2025-08-05 13F Cherry Tree Wealth Management, LLC 17,257 -0.24 1,656 -3.44
2025-04-14 13F City Center Advisors, LLC 0 -100.00 0
2025-08-13 13F Baird Financial Group, Inc. 3,261 -20.98 313 -23.47
2025-07-25 13F Apollon Wealth Management, LLC 2,494 -7.36 239 -10.15
2025-08-11 13F Aptus Capital Advisors, LLC 1,210 -10.37 116 -12.78
2025-05-02 13F Dakota Wealth Management 0 -100.00 0
2025-08-12 13F Jpmorgan Chase & Co 44,307 -23.33 4,253 -25.79
2025-08-04 13F Virtus Family Office LLC 8,784 -40.60 843 -42.50
2025-08-04 13F Pensionmark Financial Group, Llc 15,823 -1.25 1,519 -4.41
2025-05-12 13F Independent Advisor Alliance 0 -100.00 0
2025-07-15 13F Armis Advisers, LLC 0 -100.00 0 -100.00
2025-04-14 13F Wedmont Private Capital 0 -100.00 0
2025-07-25 13F Community Bank, N.A. 14,340 -0.87 1,376 -4.04
2025-08-05 13F Bank Of Montreal /can/ 665 -36.97 64 -39.42
2025-04-24 13F Bordeaux Wealth Advisors LLC 0 -100.00 0
2025-04-10 13F Iams Wealth Management, Llc 0 -100.00 0
2025-08-12 13F LPL Financial LLC 423,221 -3.30 40,621 -6.40
2025-08-14 13F Wells Fargo & Company/mn 502,731 -1.22 48,252 -4.38
2025-04-18 13F Optivise Advisory Services LLC 0 -100.00 0
2025-08-15 13F Morgan Stanley 302,065 -1.14 28,992 -4.31
2025-08-13 13F Colonial Trust Co / SC 446 -10.80 43 -14.29
2025-08-14 13F Warren Averett Asset Management, LLC 10,272 -0.15 986 -3.43
2025-04-17 13F Sound Income Strategies, LLC 0 -100.00 0
2025-08-14 13F Great Valley Advisor Group, Inc. 2,400 -55.36 230 -56.85
2025-08-29 NP DEW - WisdomTree Global High Dividend Fund N/A 701 -11.49 67 -14.10
2025-08-13 13F Botty Investors LLC 21,825 -5.83 2,095 -8.88
2025-08-13 13F Northwestern Mutual Wealth Management Co 7,583 -6.19 728 -9.24
2025-08-12 13F PSI Advisors, LLC 0 -100.00 0
2025-07-08 13F Apella Capital, LLC 2,192 -2.53 214 4.39
2025-08-14 13F Comerica Bank 7,636 -55.20 733 -56.69
2025-08-19 13F Advisory Services Network, LLC 8,947 -2.41 865 -4.84
2025-07-14 13F Park Avenue Securities Llc 3,908 -1.59 0
2025-08-11 13F Western Wealth Management, LLC 3,736 -6.37 359 -9.37
2025-08-04 13F Creative Financial Designs Inc /adv 34 -51.43 3 -50.00
2025-05-09 13F Pathway Financial Advisers, LLC 0 -100.00 0
2025-08-07 13F Kestra Private Wealth Services, Llc 2,115 -12.17 203 -15.13
2025-08-14 13F Citadel Advisors Llc 0 -100.00 0
2025-08-14 13F BancorpSouth Bank 14,748 -0.17 1,416 -3.35
2025-08-14 13F Vivaldi Capital Management, LLC 2,664 -6.53 256 -9.57
2025-08-05 13F Bank of New York Mellon Corp 3,273 -70.22 314 -71.17
2025-07-11 13F Elk River Wealth Management, LLC 5,782 -0.62 555 -3.82
2025-08-18 13F N.E.W. Advisory Services LLC 309 -28.47 30 -30.95
2025-08-06 13F AE Wealth Management LLC 0 -100.00 0
2025-07-15 13F Evanson Asset Management, LLC 79,833 -1.42 7,662 -4.58
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100.00 0
2025-07-17 13F KWB Wealth 2,583 -0.65 256 5.79
2025-07-02 13F Lvm Capital Management Ltd/mi 33,667 -15.27 3 0.00
2025-04-01 13F/A Talon Private Wealth, LLC 0 -100.00 0 -100.00
2025-08-14 13F/A Rockefeller Capital Management L.P. 11,679 -1.60 1,121 -4.76
2025-04-30 13F Sofos Investments, Inc. 0 -100.00 0 -100.00
2025-07-28 13F Mutual Advisors, LLC 34,509 -0.84 3,408 5.91
2025-07-29 13F Stratos Wealth Partners, LTD. 4,293 -12.26 412 -15.05
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